Commerce Connectors：映射和篩選數據.pdf

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1、Commerce Connectors:Mapping and Filtering DataHatem Aboelela2Presented byHatem AboelelaERP Implementation Consultant 3AgendaIntroductionLearning Objectives Session Overview Business Scenario DiscussionQuiz Q&A|Survey CompletionSummary and Key Takeaways4CPE DisclaimerThis session is NASBA-compliant,a

2、nd you may get 1 CPE credit if you fulfill the following requirements:Participate in at least one quizProvide your full name and email address when you complete a quizFailure to provide your full name and email address will result in Acumaticas inability to recognize you in our reports;thus,we will

3、be unable to issue a CPE certificate for you.If you are not interested in getting the CPE credit,specifying your personal details is optional.Learning Objectives6Learning ObjectivesIn this session,you will learn the following:Out-of-the-box capabilities of Acumatica commerce connector entitiesHow to

4、 update the sync direction of an entityHow to configure mapping of standard and custom fields based on entity settings.How to use the formulas to add advanced mapping and filters.Session Overview8Importance of Understanding Entity Filtering and MappingImprove the integration between Acumatica ERP an

5、d your online storeProvide you with more control over the synchronized dataAllow your team to update,import,and export data without any development or customization9Acumatica Offerings Commerce connector provides several options to map the fields with the online store based on the synchronization di

6、rections:Remove standard mapping for a fieldUse a formula in field mappingAdd a new mapping to standard,attributes,and custom fieldsOverride the default mapping Business Scenario11Commerce Edition 12Use Case:Filter Data that Needs to be Synchronized SweetLife Fruits&Jams wants to exclude a subset of

7、 the stock items from the synchronization to the online store using the following cases:Exclude items within FOOD item class from exporting to the online storeImport items with price$1000+Import only Banana products to the online storeImport items within JAM item class to the online store13Use Case:

8、Mapping of Standard and Custom FieldsTo enhance the presentation of their products in the commerce store,SweetLife Fruits&Jams is looking to use attractive product titles that differ from the default stock item description.14Solution1.Create a new mapping rule to update the product description in th

9、e online store using an attribute field on the stock item screen2.Remove the mapping for fields that you do not want to be synchronized between Acumatica and the online store using.3.Create a new filter rule to exclude or include a subset of items synchronization with the online store15Benefits and

10、ConsiderationsEntity filtering and mapping provide businesses with more control over data synchronizationThe out-of-box filtering and mapping resolve many common retail challenges and offer adaptable solutions for each businesss needsUser can utilize entity mapping to map additional standard or cust

11、om fields or to override the default mappingProper testing is required after changing or adding new mapping or filters,as any change may impact the exported data to your online storeQuizQuizScan the QR code to participate in the quiz.To receive CPE credit,you must include your full name and email ad

12、dress at the end of the quiz.18Quiz ExplanationQ:What form do you use to override the stock items default field mapping between Acumatica ERP and a Shopify store?A:Entities(BC202000)QuizScan the QR code to participate in the quiz.To receive CPE credit,you must include your full name and email addres

13、s at the end of the quiz.20Quiz ExplanationQ:Which option do you select on the Export Mapping tab of the Entities(BC202000)form to remove the default mapping between an Acumatica ERP field and a field in an external system?A:21Keep in touch!No Reliance This document is subject to change without noti

14、ce.Acumatica cannot guarantee completion of any future products or program features/enhancements described in this document,and no reliance should be placed on their availability.Confidentiality:This document,including any files contained herein,is confidential information of Acumatica and should no

15、t be disclosed to third parties.Kwiat 18K Diamond Pendant NecklaceSaddleback Leather Flight Bag BriefcaseWe want your feedback.Q&AEvery survey completed=an entry to win!Clive Coffee Lucca A53 Mini V2Espresso MachineComplete a survey in the Summit app for an entry to win one of these awesome customer

16、 prizes!Hatem AboelelaHSession Summary23Conclusion and Key Takeaways How to Use Entity Mapping and FilteringCreate a new rule on the stock item entity to filter the data exported to the online storeUpdate the mapping of the product description in the online store using the value of the attribute filedUse formula tools to write filters